As of the latest SEC filings, ARISTOTLE GROWTH EQUITY FUND (ARIGX) is held by 5 institutional funds. The largest fund shareholder is Aristotle Portfolio Optimization Moderate Fund (POCAX), holding an estimated $84,725,700.16 in market value, representing 13.21% of its portfolio.
Funds holding ARISTOTLE GROWTH EQUITY FUND (ARIGX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- ARIGX
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
POCAX
Aristotle Portfolio Optimization Moderate Fund
|
MF | Independent / Boutique | 13.21% | $84,725,700.16 | 6,394,392 | Mar 31, 2026 | May 27, 2026 |
|
PODAX
Aristotle Portfolio Optimization Growth Fund
|
MF | Independent / Boutique | 12.86% | $79,223,681.58 | 5,979,146 | Mar 31, 2026 | May 27, 2026 |
|
POEAX
Aristotle Portfolio Optimization Aggressive Growth Fund
|
MF | Independent / Boutique | 14.04% | $38,204,226.87 | 2,883,338 | Mar 31, 2026 | May 27, 2026 |
|
POBAX
Aristotle Portfolio Optimization Moderate Conservative Fund
|
MF | Independent / Boutique | 5.86% | $10,500,364.40 | 792,480 | Mar 31, 2026 | May 27, 2026 |
|
POAAX
Aristotle Portfolio Optimization Conservative Fund
|
MF | Independent / Boutique | 3.35% | $3,952,320.05 | 298,288 | Mar 31, 2026 | May 27, 2026 |
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